May Member Meeting

May 07, 2019
8:30 AM CDT - 1:15 PM CDT
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Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/
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Join us for our next Member Meeting of 2019.  Topics include how to begin or hold a conversation with your clients about extended care planning; an outlook that will help you navigate through near-term challenges toward long-term investment success; and learn how to build a better business and create loyal clients/advocates from the start through marketing - what to do before and after the prospect walks through the door; sales – the growing set of must have skills and onboarding - the foundation for long-term loyal relationships and finally discover the characteristics that make an advisor referable.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:30 - Registration and Networking
8:45 - Welcome and Opening Remarks
8:50 – A Fiduciary Look at Long Term Care Planning - How to Begin the Conversation with Clients - Michael Smith - approved for 1 CFP CE credit & 1 WI Ins CE credit
9:40  – Break and Partner Introductions
9:55 – 2019 Outlook - Long-term Perspective on Markets and Economies - Dave Hreha - approved for 1 CFP CE credit & 1 WI Ins CE credit
10:45 - Break
10:50 - FPA Wisconsin Business
11:10 - Marketing, Sales and Onboarding: Put your Business Where Your Brand Is - Steve Miller, no CE available for this presentation
12:00 - Break and Lunch 
12:20 – The Elements of Referability: What Makes an Advisor More Referable - Steve Miller, no CE available for this presentation
1:15 - Adjourn

Presentation Descriptions:

A Fiduciary Look at Long Term Care Planning - How to Begin the Conversation with Clients - As Baby Boomers and Seniors get older, their inquiries into Extended Care Planning grow. This workshop will help teach advisors and their support staff how to begin or hold a conversation with your clients about Extended Care Planning. We'll discuss developing a plan now while the clients are healthy and well minded. We will answer these questions - How will care be paid for? What assets are to be sold? Where will care be provided? Is a form of insurance worth considering

2019 Outlook - Long-term Perspective on Markets and Economies - If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio. During this presentation, an outlook will be provided along with key takeways that will help you navigate through near-term challenges toward long-term investment success.  This will include positioning in the domestic markets and how they have altered their portfolios accordingly, suggestions for mitigating risk in the international markets, and crucial thoughts around fixed income positioning. 

Marketing, Sales and Onboarding: Put your Business Where Your Brand Is - When investors talk to you, read something you’ve sent or visit your website- they are experiencing your brand. And that experience should be the same from marketing to sales to onboarding and beyond. This presentation can help you learn how to build a better business and create loyal clients/advocates from the start. We’ll discuss marketing- what to do before and after the prospect walks through the door; Sales – the growing set of must have skills; and onboarding - the foundation for long-term loyal relationships.

The Elements of Referability: What Makes an Advisor More Referable - We’ll discuss the framework of characteristics that make an advisor referable. How to engage clients as advocates in the referral generating process and key actions to take.  New resources to help increase referrals today based upon new research

To view the speaker's bios - click here!

Tickets

$39.00 Member Fee

$139.00 Non-Member Fee

$60.00 First Time Guest

$70.00 Student - CFP Certificant Program

$70.00 Student - Financial Planning Degree Program

Future Meetings

May Member Meeting

May 07, 2019
8:30 AM CDT - 1:15 PM CDT

Butte des Morts Country Club
3600 W. Prospect Avenue
Appleton, WI 54927
http://www.buttedesmortscc.org/

Member meeting in the Fox Valley Area

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Register Now

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July 18, 2019
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Appleton, WI 54927
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Collaborative Learning Event

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